Part-Time Finance Manager / Controller (QuickBooks Desktop | Multi-Entity | CPA Preferred)

We are seeking a Finance Manager / Controller to manage the financial operations of multiple U.S. businesses — including an insurance agency, vehicle registration company, and a real estate & hospitality portfolio.

This position is part-time to start, with the potential to grow into a full-time leadership role once systems, trust, and workflow alignment are established.

The ideal candidate is an experienced accountant or CPA with strong QuickBooks Desktop expertise, proven experience in real estate and service-based business accounting, and a disciplined, detail-oriented approach to trust account management, payroll, and multi-entity reporting.

Responsibilities

Insurance Agency (J. Navarro Insurance)

Manage and reconcile trust accounts for premium receipts, carrier payables, and commissions.

Transfer commissions and broker fees to the operating account monthly.

Process staff payroll via Paychex and VA payroll for remote assistants.

Produce monthly P&L, balance sheet, and income forecasts.

Vehicle Registration Company (California Vehicle Plates)

Manage trust account activity for DMV payments and agency fees.

Reconcile and report transactions accurately.

Real Estate & Hospitality Portfolio (Las Casas de Diego y Dante / J. Navarro Holdings)

Handle rental income bookkeeping, tenant invoicing, and reimbursements.

Track expenses for tax deductions and depreciation.

Categorize repairs vs. capital improvements.

Generate monthly property-level and consolidated financial reports.

Personal & Consolidated Reporting (Owner: Jessie Navarro)

Track and categorize personal expenses for budgeting and true net income.

Separate personal and business-funded expenses for accurate financial reporting.

Provide monthly financial summaries across all entities.

Qualifications

CPA or Accounting Degree strongly preferred.

Minimum 5 years of full-cycle accounting experience.

Proven experience in QuickBooks Desktop (remote access environment).

Skilled in real estate accounting, payroll, and service-based businesses.

Knowledge of trust accounting, intercompany transfers, and GAAP compliance.

Advanced Excel / Google Sheets skills for forecasting and reporting.

Reliable, detail-oriented, and maintains strict confidentiality.

Work Setup

Remote access via Remote Desktop to QuickBooks Desktop (U.S.-based system).

Schedule: 12 hours per week to start (flexible, with at least 2 hours overlap with Pacific Time).

Compensation: $12 USD per hour, paid bi-weekly via Wise or PayPal.

Long-term position with the potential to grow into full-time as performance and familiarity develop.